When Documents Go Missing, So Does Trust
The Reality Attorneys Know
Every estate planning attorney has faced the same call: a grieving client can’t locate a will. A beneficiary is disputing final wishes. The original trust document is missing—or worse, never recorded. These moments don’t just delay probate. They undermine the integrity of your work and the trust your clients placed in you.
The Hidden Costs of Inaccessibility
Missing or misplaced estate documents cause more than inconvenience. They invite legal challenges, strain family relationships, and erode the perception of your firm’s reliability. Without a certified, centralized system, even the most diligent practice is vulnerable to loss, confusion,
or delay.
What’s at Stake
Your clients trust you to protect their legacy. But when documents live in file cabinets, scattered hard drives, or general-purpose cloud storage, that trust is harder to prove when it matters most. Devisee Online was created to solve this exact problem—by giving attorneys the legal-grade infrastructure to ensure every document is secure, searchable, and accessible when needed.
Designed for Legal Precision. Built for Everyday Practice.
Devisee Online supports estate planning attorneys with features that strengthen document integrity, streamline daily workflows, and support long-term client service. Each function is crafted with legal accuracy, operational clarity, and peace of mind in focus.
Certified Uploads
Each document is accompanied by a digital Certificate of Authenticity, preserving its integrity without added administrative burden.
Searchable Document System
Search by name, date of birth, state, or the last four digits of a Social Security number to locate documents quickly and accurately
Role-Based Access
Assign access based on staff roles, ensuring each team member can support document management while maintaining defined boundaries.
Client and Beneficiary Sharing
Documents can be shared securely, with permissions managed directly by the attorney of record.
Secure Digital Storage
Documents are protected with encryption, two-factor authentication, and a full activity log to ensure traceability and compliance.
Legal Workflow Alignment
The platform supports structured intake, ongoing document organization, and reliable access during probate and estate administration.
The Devisee Difference
Devisee Online was created by practicing estate planning attorneys who understand the legal, operational, and emotional impact of inaccessible documents. Every aspect of the platform reflects that understanding—from how documents are stored to how they are retrieved and verified.
Attorney-Created and Professionally Guided
The platform was developed by attorneys with firsthand experience managing client legacies and resolving probate complications.
Certification at the Core
Each uploaded file includes a built-in Certificate of Authenticity, preserving evidentiary value and reducing the risk of dispute.
Tiered Access Model
Three levels of visibility—discovery, verification, and secure access—mirror the way attorneys manage responsibility and confidentiality.
Structured for Legal Confidence
Document workflows are mapped to real legal use cases, including intake, retention, client sharing, and probate readiness.
Built for Firm Operations
The system accommodates solo practitioners, support staff, and firms managing multi-state clients, with clear permissions and processes.
What You Can Expect
Devisee Online is structured for simplicity, built for legal standards, and designed to support estate planning practices from intake to probate. The platform’s interface reflects the clarity attorneys expect—organized, secure, and ready when needed
Organized by Client and Matter
Certified and Time-Stamped
Quick Search and Filter Options
Defined User Roles
Secure Document Sharing
Built on Trust, Honor, and Respect
Devisee Online reflects the values that define the legal profession at its best. It was built to protect client legacies, reduce risk for law firms, and uphold the integrity of the attorney-client relationship. Every decision behind the platform was shaped by attorneys who understand the trust placed in legal counsel—and the responsibility that comes with it.
Trust
A system attorneys can stand behind and clients can rely on, even during the most difficult transitions.
Honor
A commitment to preserving final wishes with accuracy, dignity, and legal clarity.
Respect
Designed to respect the roles, responsibilities, and ethical standards of attorneys, staff, and clients alike.
The Devisee Difference
Devisee Online was created by practicing estate planning attorneys who understand the legal, operational, and emotional impact of inaccessible documents. Every aspect of the platform reflects that understanding—from how documents are stored to how they are retrieved and verified.
No commitments. Just the opportunity to be informed, involved, and ready when the standard changes.
The Devisee Difference
Devisee Online was created by practicing estate planning attorneys who understand the legal, operational, and emotional impact of inaccessible documents. Every aspect of the platform reflects that understanding—from how documents are stored to how they are retrieved and verified.
No commitments. Just the opportunity to be informed, involved, and ready when the standard changes.
Attorney Questions,
Thoughtfully Answered
Attorneys don’t adopt new tools lightly. Every question is valid—especially when it involves client records, compliance, or professional liability. Here are a few of the most common questions we’ve addressed so far.
From the Frontlines of Probate Chaos
Devisee Online is structured for simplicity, built for legal standards, and designed to support estate planning practices from intake to probate. The platform’s interface reflects the clarity attorneys expect—organized, secure, and ready when needed
The Origin
Devisee Online began with a shared frustration. Attorneys Kathleen Pence and Zeina Salam Exilus saw firsthand how often probate cases were delayed—or derailed—because key estate documents were missing, disputed, or unverifiable. These weren’t isolated incidents. They were recurring problems affecting families, attorneys, and courts alike.
The Turning Point
After navigating yet another emotionally charged probate matter where a lost trust document created avoidable conflict, they made a decision. Estate planning needed a higher standard—one that ensured documents could be found, verified, and respected. Not someday, but now.
The Mission
Devisee Online was created by attorneys who understand what’s at stake. It’s not just about document storage. It’s about legal integrity, peace of mind, and preserving the dignity of final wishes. With every feature, the goal is clear: give attorneys the tools they need to uphold their clients’ trust with certainty.
The Standard of Trust Is Changing—Be Ready.
Devisee Online is the future of estate planning clarity. Be among the first to protect every legacy with certainty.